Test Plan Templates

The Test Plan Template is a standardized document used to define the expected quality measurements for a process order. It serves as a structured framework for planning and executing inspections and forms the basis for generating accurate and reliable inspection certificates.

A Test Plan Template outlines the specific tests to be performed, along with the methods, expected values, tolerances, and other important metadata required for proper execution and documentation of quality checks.

General Section

This section contains the basic identification and lifecycle control for the template:

  • No. — Unique identifier for the test plan template.
  • Version Code — Used to manage versioning of the template.
  • Description — A concise descriptione for the template.
  • Valid from — The starting date of the template's validity.
  • Valid to — The ending date of the template's validity.
  • Status — Lifecycle status of the template. Controls visibility and usage.

    Available options:
    • New — Draft stage, not yet reviewed or approved.
    • Under Development — Being actively edited or refined.
    • Certified — Approved for operational use and available for selection in process orders.
    • Closed — Archived or no longer in use.
  • Active — Indicates whether this template is currently active and can be used.
  • Activated Date-Time — Timestamp when the template was activated.
  • Deactivated Date-Time — Timestamp when the template was deactivated.

Applies-to Section

This section defines where or under which conditions the test plan template should be used:

  • Responsibility Center — Limits the use of this template to a specific plant or site.
  • Production Department — Further narrows applicability to a specific production unit or department.

Lines Section

The Lines define the individual test steps or measurements that are part of the template. Each line corresponds to a specific quality check.

  • Measuring Method Code — Reference to a predefined measuring technique or procedure.
  • Description — Description of the test or what is being measured.
  • Measured Part — Indicates which part or surface of the item is being measured.
  • Unit of Measure — Unit in which the measurement is recorded.

    Examples: HRC (hardness), mm (millimeter), OK (pass/fail visual inspection).
  • Property Code — Reference to a predefined property that this test evaluates.

    If the specified property exists in the order line, the entered measurement result will be automatically transferred to the corresponding property field in the order. This ensures consistency between recorded test results and order metadata.
  • Data Type — Specifies the format of the expected test result. Determines how values are entered and validated during inspection.

    Available options:
    • Decimal — Floating point numbers (e.g., 12.5)
    • Integer — Whole numbers only
    • Rational — Fractional values displayed as numerator/denominator
    • Rational/Decimal — Accepts either rational or decimal format
    • Boolean — True/False or Yes/No
    • Code — Fixed code values, often validated against master data
    • Text — Free-form text input
    • Option — Selectable values from a predefined list (see Options field)
  • Options — If the Data Type is Option, defines the allowed option values (e.g., "OK, Not OK").
  • Non-Conformance Result — Defines what value or result is considered a failure in the test.
  • Set Min. Value — Lower bound for acceptable values (if applicable).
  • Set Max. Value — Upper bound for acceptable values (if applicable).
  • Decimal Places — Specifies how many decimal places should be displayed for test results of Data Type = Decimal.

    The value is written as a range using the format min:max.

    Examples:
    • 0:5 — Allows values to be shown with up to 5 decimal places, but zero is also valid.
    • 2:2 — Always display exactly 2 decimal places (e.g., 12.34).
  • Do not print — If checked, the test result will not be printed on inspection certificates or other documents.